To connect using the Login method, set User, Password, and Server to the credentials for the account and the address of the server you want to connect to.

Select the tables that you want to add to the dashboard. This example uses Customer. You can also specify an SQL query. The driver supports the standard SQL syntax.

If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses TotalDue in the Numbers section and FirstName in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.